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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,939 | $78,707-70.9% | $117,861-80.5% | $70,126-67.3% |
| Participation rate | 68.4% | 73.2%-4.8pp | 79.7%-11.2pp | 69.5%-1.1pp |
| Annual return | 16.41% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,237 | $3,297-62.5% | $4,482-72.4% | $3,332-62.9% |
| Admin fee / account holder | $264 | $5,066-94.8% | $8,021-96.7% | $4,645-94.3% |